Oct 27, 2017
Learn how to make sure that you have the proper mix of stocks, bonds, real estate, and cash in your portfolio. Having the proper mix of these assets or asset allocation is the key to long-term investment success.
Main Questions Asked:
- What should your asset allocation be right now?
- What are the risks of not having a...
Oct 20, 2017
Learn what you can do right now to prepare for retirement and what to look for and check if you are already retired.
Main Questions Asked:
- What do I need to start doing years before I retire?
- What do I need to double check before and while I am retired?
Key Lessons Learned:
Pre-Retirement Plan Checklist.
- Look into...
Oct 20, 2017
One of the biggest expenses people have during retirement is taxes. Learn that you do have control over your retirement taxes and learn how to minimize those taxes.
Main Questions Asked:
What do you think will be your biggest expense in
retirement?
Why wouldn’t you want to spend some time learning how to
save...
Oct 6, 2017
Learn how to avoid making costly mistakes that will sabotage your retirement.
Main Questions Asked:
- Did you sell your stocks in a panic?
- Have you missed out on the second longest bull market in history?
- Are you tempted to jump back into the market now?
Key Lessons Learned:
Five Toxic Investment Behaviors
- Allowing...
